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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,544 | $54,355+85.0% | $82,744+21.5% | $68,486+46.8% |
| Participation rate | 86.7% | 63.9%+22.7pp | 72.6%+14.1pp | 67.9%+18.8pp |
| Annual return | -20.21% | -13.67%-6.5pp | 702.22%-722.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $5,807 | $2,219+161.8% | $3,008+93.1% | $2,597+123.6% |
| Participant deferral / active EE | $12,192 | $3,246+275.5% | $4,395+177.4% | $4,028+202.7% |
| Admin fee / account holder | $422 | $4,397-90.4% | $5,325-92.1% | $5,404-92.2% |